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Second Annual ·

The Mortgage Marketer

Two days of real playbooks for the people who run mortgage marketing. No fluff, no inspiration tour. Just the tactics, frameworks, and proof that move loan volume.

September 9-11, 2026 · Surf & Sand Resort · Laguna Beach, California

Limited to 75 seats
Reserve Your Seat See Last Year
The first of its kind

Every other conference treats marketing as a footnote. We made it the whole agenda.

The Mortgage Marketer is the only event built end to end for the people who actually run mortgage marketing. No side track, no breakout buried on day three. Year one proved the room needed it, so we're back by popular demand.

Year one

This is where mortgage marketers connect

"LOs aren't influencers or big brands. They're plumbers. Be 5-mile famous." From the stage, 2025.

The room that asked us to do it again
Real sessions, real tactics
Frameworks you can use Monday
On the main stage
Be 5-mile famous
Why this room

An intentionally small room

We cap it at 75 on purpose. Small enough that you'll actually meet everyone who matters, in a room of marketing leaders behind the country's top lenders, trading what's working right now, not what worked three years ago.

No. 01

Playbooks, not theory

Every session ends with something you can run Monday morning. Templates, workflows, real numbers.

No. 02

AI that actually works

The AI marketing workflows producing real output right now. Not demos, not hype. What's working, and how to run it.

No. 03

Proof, finally

Track and measure the ROI so you can show the proof of what you knew all along: marketing drives loans.

No. 04

The right 75

Marketing leaders from top-20 lenders. Curated, not crowded. The peers you came to meet.

What you'll leave with

Two days. Everything you came for.

A compliance-ready content engineSmart compliance that enables marketing instead of blocking it.
An ROI story leadership believesTie social activity to closed loans and defend the marketing budget.
A loan-officer adoption blueprintReal participation from the field. The part everyone gets wrong.
A recruiting edgeMarketing as a magnet for top-producing LOs, not just borrowers.
A rollout frameworkProof Before Scale: launch enterprise-wide without it stalling.
The networkSeventy-four other people solving the same problems you are.
The agenda

Three days, built for doers

Every session ends with something you can run when you get home. Roundtable topics repeat throughout the conference, so you never miss the conversation you came for.

Wednesday · Sept 9

Arrival & Welcome Night

7:00 PM
Welcome Party · DJ Matty G Kick things off oceanside with music, drinks, and 74 other people solving the same problems you are.
9:00 PM
Evening wrapsRest up. Tomorrow moves fast.
Thursday · Sept 10

Full Conference Day

7:30 AM
Light Breakfast Buffet
9:00 AM
Welcome + Reputation ManagementOpening session. Why reputation is the new front door for every lender, and what to do about it.
10:00 AM
An ROI Story Leadership BelievesTying social and cross-functional marketing strategy to funded loans.
11:00 AM
Executive Video Presence PanelMarketing as a magnet for top-producing LOs, not just borrowers. Live Q&A built around real questions from the room.
12:00 PM
Break
12:30 PM
Lunch Buffet & Roundtable Networking Choose the topic that interests you most and grab a seat. Eight per table, first come, first served. Topics repeat throughout the conference, so if your first choice is full you'll get another shot.
2:00 PM
Break
2:30 PM
Breakout Session #1
Industry Track

Internal Comms & Recruiting Panel

SocialCoach Track

Player Cards

3:30 PM
Breakout Session #2
Industry Track

Smart Compliance: a content engine that enables marketing instead of blocking it

SocialCoach Track

Video + Super Pages

4:30 PM
Closeout · The Future of Mortgage MarketingThe shift from marketing support to business strategy. Why AI will redefine great marketers, why loan officer adoption is becoming a competitive advantage, and the opportunity mortgage marketers have over the next five years.
Friday · Sept 11

Conference Day Two

8:00 AM
Light Breakfast Buffet
9:00 AM
Company vs. LO Social PanelA loan-officer adoption blueprint. Real participation from the field, the part everyone gets wrong.
10:00 AM
Workshop · Proof Before ScaleThe rollout framework: launch enterprise-wide without it stalling.
11:00 AM
Video SuccessWhat's working in video right now, from the teams doing it at scale.
11:30 AM
Break
12:00 PM
Lunch Buffet & Roundtable Networking Round two of topic tables. Missed your topic yesterday? Grab it today.
1:00 PM
Break
1:30 PM
Breakout Session #3
Industry Track

AI Marketing Strategies: AI flooding channels, compliance risk, and how to manage it all

SocialCoach Track

Reputation Management

2:30 PM
Closeout · Turning Ideas into ActionWhy most conference ideas never get implemented. The first three things to do when you get back to the office, how to prioritize instead of doing everything, and becoming the champion of change inside your organization.

Agenda subject to refinement as we lock in speakers and sessions.

The setting

Surf & Sand Resort, Laguna Beach

Oceanfront, intimate, and built for the kind of conversations that only happen when smart people are relaxed. Sessions with a Pacific view by day, the right people around you the rest of the time.

Arrival at golden hour
Oceanfront dining
Where the work happens
The Pacific, steps away
Wake up to the Pacific
Registration

Claim one of 75 seats

Includes all sessions, breakfast, lunch, and snacks both days, plus the welcome reception. No refunds, no transfers. When the 75 are gone, they're gone.

Closed

Early Bird

$499
Ended July 15, 2026
  • All sessions, both days
  • Breakfast, lunch & snacks + welcome reception
  • Workbook & playbook templates
  • You just missed this one
Early Bird Closed
Open Now

Standard

$699
Sept 9-11, 2026 · Laguna Beach
  • All sessions, both days
  • Breakfast, lunch & snacks + welcome reception
  • Workbook & playbook templates
  • One of only 75 seats
Register for $699

75 seats total · when they're gone, they're gone